• Client Management: Supporting consultants in managing relationships with institutional clients, including coordinating meetings, responding to inquiries, and ensuring smooth communication.
• Report Preparation: Assisting with the preparation of client reports, presentations, and other materials that support the consulting team's work.
• Administrative Support: Handling general administrative tasks like scheduling, managing email correspondence, and maintaining client databases. <...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Detailed salary information:
• Los Angeles Branch: the salary range for this role is $55000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualificati...

Do you want to help enhance the onboarding experience for clients? Do you have a strong understanding of AML/ OFAC regulations? Are you someone who is interested in identifying risks and offering and implementing suggestions that enhance the workplace?

We’re looking for a Client Lifecycle Manager to:

• ensure the firm and its employees conduct business in full compliance with applicable federal and state laws, as well as the rules and regulations of key regulatory bodies—incl...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Registered Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• pr...

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics...